Our Packages
A clear path to financial freedom — whatever that looks like for you
Choose the package that fits where you are right now. Every option comes with a personalised strategy, expert guidance, and the support to actually put it into action.
Step 01
Discovery Meeting
We get clear on your current position, your goals, and what matters most to you.
Step 02
Your Modelling
We explore different scenarios, analyse your options, and prepare personalised recommendations.
Step 03
Strategy Session
We walk you through your recommendations, answer your questions, and help you make informed decisions.
Step 04
Integration
We help you set everything up — because the best plan in the world means nothing until it's in motion.
Our Packages
Choose The Suite That's Right For You
Most Popular
Financial Freedom Suite
Your complete financial plan — start to finish
$2,990+ GST
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Not sure what your financial future looks like? This is where you start. We'll build a full picture of where you are, where you want to be, and exactly how to get there.
★ Our most complete package. The Financial Freedom Suite covers everything included across all our other suites — in one comprehensive plan.
What you'll walk away with
Complete clarity on your current financial position
Defined short, medium, and long-term goals
A personalised strategy to reach those goals
A clear roadmap to passive income and financial freedom
A plan for a comfortable, confident retirement
Your full documented financial plan
Book a free 15-minute check — let's see if we're the right fit
Mortgage Minimiser Suite
Pay off your mortgage faster and save truckloads in interest.
$2,490 + GST
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The right mortgage structure can save you hundreds of thousands in interest over the life of your loan — and get you to financial freedom years sooner. We'll show you exactly how.
What you'll walk away with
A complete review of your current mortgage position
A personalised debt reduction strategy
A clear picture of how much interest and time you could save
Expert support implementing the right structure
Milestones and targets that make progress easy to measure
Book a free 15-minute check — let's see if we're the right fit
Property Investor Suite
Should you invest? What to buy? Where to buy? What will it cost? Get the answers, a plan and even a complete done-for-you solution.
$2,490+ GST
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Property can be a powerful wealth-building tool - but only when you have the right strategy.
Amy Po-Ching has helped Kiwis invest in property for over 25 years. After buying her first investment property at just 18 years old, she has experienced multiple property cycles and investment strategies—from buy-and-holds and new builds to renovations, subdivisions, developments, and flips. The lessons learned along the way help clients avoid costly mistakes and make smarter investment decisions.
Because Amy isn't tied to any specific properties or developers, her advice is focused solely on what's right for you—taking into account your goals, budget, timeframe, cash flow, and appetite for risk.
Whether you're just getting started or ready to grow your portfolio, Amy can guide you through the entire process—from strategy and property selection through to implementation. For those wanting a more hands-off approach, a complete done-for-you investment service is also available.
What you'll walk away with
Clarity on whether property is the right vehicle for you right now
The right investment strategy for your goals and risk profile
A clear spending range for your investment property
Projected cash flow, costs, and long-term returns
How property fits into your wider plan for passive income and retirement
Book a free 15-minute check — let's see if we're the right fit
Investor Suite
Know exactly what to do with your money and build a clear path to financial freedom.
$2,490+ GST
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Have money to invest but unsure what to do with it? Maybe you've got surplus cash flow and are wondering whether to pay down your mortgage, build your savings, invest, or simply leave things as they are. Or perhaps you've accumulated KiwiSaver, managed funds, shares, term deposits, or property over the years and want to know whether everything is working together as effectively as it could be.
Whether you're planning for retirement, building passive income, growing long-term wealth, or simply wanting your money to work harder, we'll help you understand your options and create a clear path forward.
What you'll walk away with
A clear understanding of your goals, timeframe, and risk profile
A personalised investment strategy suited to your situation
Recommendations on what to invest in and how much to allocate
Clarity on how your investments fit into your broader financial plan
Confidence that your money is working as hard as possible towards your goals
A practical action plan with clear next steps
Book a free 15-minute check — let's see if we're the right fit
Retirement Ready Suite
Know when you can retire, how much you’ll need, and how to make your money last.
$2,490+ GST
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Retirement can feel exciting, overwhelming, or both.
Whether you’re wondering when you can stop working, how much income you’ll have, or whether your KiwiSaver, investments, property, and savings are working together, we’ll help you see what retirement could actually look like.
We bring the numbers, strategy, and big picture together, then model the pathways to get you there with a clear plan for your next chapter.
What you’ll walk away with
A clear picture of your retirement position and when you could retire
Personalised income modelling based on your lifestyle goals
A strategy for KiwiSaver, investments, savings, property, and other assets
Guidance on turning your wealth into reliable retirement income
Clear next steps to help your money last while keeping flexibility
Book a free 15-minute check — let's see if we're the right fit
All prices are in NZD and exclude GST. Not sure which package is right for you? Get in touch — we'll point you in the right direction before you commit to anything.
Available Add-On
Cash Flow Module
Good cash flow management is the foundation of lasting financial success. This add-on gives you a personalised structure to manage your money simply and effectively — no spreadsheets, no tracking every transaction — with complete visibility over where your money's going and the confidence that you're staying on track.
Available as an add-on to any of the suites above.
$800 + GST
Add-On
Our Promise
100% Money-Back Guarantee — No Questions Asked
We know we're asking you to make a real investment. That's why we stand behind our work completely. If you don't feel you've received genuine value from your package, we'll refund your fee in full — no questions asked.
We only work with people we genuinely believe we can help.
That's why every journey starts with a complimentary 15-minute Intro Chat. It's a chance for us to understand your situation, answer your questions, and make sure we're the right fit for each other.
If we don't believe we can help you achieve an outcome that's worth far more than the cost of working with us, we'll tell you upfront rather than take your money.
